Hello,
Has anyone run into this problem with TurboTax 2008, sch D?
I used the TT import function to import my schedule D information. Worked fine, data imported OK and to all the right section, long term, short term.
The PROBLEM: I review the imported data and discovered some errors, which Morgan Stanley sent me the corrections. I opened the sch D and found the form was "locked" and would not accept corrections or entirely new entries.
I did the "right click" to allow over ride and was able to enter text corrections and new text entries( column a) and numeric entries (column d, e) but Gain/ loss would not update. Also, new information would not flow to the 1040.
I talked with Turbo Tax, two different people and got two different answers. One confirmed that "there is no way to update/edit imported schedule D information". TT also has a information bulletin #1765 that implies you can change imported data, but it does not seem to work.
I have used TT for 10 years and even last year (2007) schedule D would accept imported data, hand entry and edits to any entry, imported or hand. Schedule was completely open and all changes flowed to 1040.
COMMENTS or experiences??
Has anyone run into this problem with TurboTax 2008, sch D?
I used the TT import function to import my schedule D information. Worked fine, data imported OK and to all the right section, long term, short term.
The PROBLEM: I review the imported data and discovered some errors, which Morgan Stanley sent me the corrections. I opened the sch D and found the form was "locked" and would not accept corrections or entirely new entries.
I did the "right click" to allow over ride and was able to enter text corrections and new text entries( column a) and numeric entries (column d, e) but Gain/ loss would not update. Also, new information would not flow to the 1040.
I talked with Turbo Tax, two different people and got two different answers. One confirmed that "there is no way to update/edit imported schedule D information". TT also has a information bulletin #1765 that implies you can change imported data, but it does not seem to work.
I have used TT for 10 years and even last year (2007) schedule D would accept imported data, hand entry and edits to any entry, imported or hand. Schedule was completely open and all changes flowed to 1040.
COMMENTS or experiences??